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OPULUS

DOYLESTOWN, PA · CRD 304763 · IAPD ↗ · 215-859-8095

$104.9MRegulatory AUM
2Advisory reps
2Employees
3Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — OPULUS (DOYLESTOWN, PA) is newly SEC-registered with $104.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.